2025 Personal Tax Preparation Checklist

Comprehensive tax information questionaire.

Step 1 of 8

Personal Information

Identification

Are you a returning client? ? Select "Yes" if you have worked with our firm before, "No" if this is your first time.

Marital Status

Did your marital status change during the year?
Will your spouse's return be filed with yours?

Sources of Income

Dependents

Do you have dependents?
Do you or your spouse or any of your dependents qualify for disability credit?
Did you pay childcare fees?

Deductions and Tax Credits Available

Do you qualify to deduct employment expenses?
Did you pay student loan interest?
Did you pay management fees for un-registered investments?
Did you make RRSP Contributions?
Did you make FHSA contributions? ? These are contributions to your First-time Home Buyers Account
Did you move more than 40KM to be closer to work?
Do have medical expenses? ? This can include travel and expenses not reimbursed by a benefits plan.
Do you pay for medical benefits?
Did you pay any Union Dues or Professional Fees?
Did you make any charitable donations?
If yes, are you a first time donor?
Did you pay for public transit passes?
Did you, your spouse or children pay tuition fees to a post secondary institution?

Sale of Real Estate

Did you buy or sell any real estate in 2025?

Delivery of Return and Other Important Matters

Did you own/hold foreign property with a cost of more than $100,000?
Do you authorize CRA to provide information about you to Elections Canada?
Would you like the CRA to share your email with the Government of AB to send information to you about organ and tissue donation?
Are you registered for direct deposit of your refund?
Do you have access to "My CRA Account" online? ? *New clients will need to access their CRA account online in order to Authorize C4 as a representative.

📚 Form Help & Guidance

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